Wednesday 1 July 2015

The 0% Sales Charge Promotion is back again with 80 funds to choose from!


Yup, the banner is real and you're definitely not dreaming! 

This time the sales charge promotion is for funds under 6 major funds houses which participated in the recently ended PhillipCapital 6th Annual Investment Conference.

Promotion period?
From 26th of June 2015 until 31st of July 2015

Participating Fund Houses?
  • Kenanga Investors Berhad
  • Eastspring Investments Berhad
  • RHB Asset Management Berhad
  • AmInvestment Service Berhad
  • Amanah Mutual Berhad (AMB)
  • Aberdeen Islamic Asset Mgt Sdn. Bhd.

Number of Funds under promotion?
A total of 80 funds are under promotion. The number of funds according to fund house are listed below:
  • AmInvestment Service Berhad (27 funds)
  • Eastspring Investments Berhad (20 funds)
  • Amanah Mutual Berhad (AMB) (13 funds)
  • Kenanga Investors Berhad (8 funds)
  • RHB Asset Management Berhad (9 funds)
  • Aberdeen Islamic Asset Mgt Sdn. Bhd. (2 funds)

Sales Charge Rates?
The promotion works on a reducing basis whereby the higher the amount you invest, the lower the sales charge incurred. 

Shown below are the different Sales Charges incurred based on the amount invested during this promotion period:


How to invest in this Sales Charge Promotion?
In order to invest, you need to have an eUnittrust account. If you've not heard about eUnittrust, just click HERE to find out more. To open a FREE account with eUnittrust, all you need to do is to complete 4 simple steps:

Step 1 : Head on over to eUnittrust registration page. Read, acknowledge and fill up all the required online details.
Step 2 : Upload a copy of your scanned IC and submit the online registration details.
Step 3 : An "Account Opening Form" will be automatically generated when you submit your online registrations details. Print and sign that account opening form.
Step 4 : Scan and email the signed form along with a copy of your IC to phillipmutual@poems.com.my

Within the next one to two working days, an account ID and password will be sent to your email. You can then log in and start investing. As simple as that!

Facing difficulty when registering? Fret not for there is a step by step pictorial guide which you can follow when registering an account. Just click on the link below:

A step by step guide on how to register your own FREE eUnittrust account!

What are the funds under promotion?
The list of funds under promotion are as listed below.

No
Aberdeen Islamic Asset Mgt Sdn Bhd
1
Aberdeen Islamic Malaysia Equity Fund
2
Aberdeen Islamic World Equity Fund
No
Amanah Mutual Berhad
3
AMB Income Trust Fund
4
AMB Ethical Trust Fund
5
AMB Dividend Trust Fund
6
AMB Dana Nabeel Fund
7
AMB Unit Trust Fund
8
AMB Balanced Trust Fund
9
AMB Index-Linked Trust Fund
10
AMB Enhanced Bond Trust Fund
11
AMB Lifestyle Trust Fund Today
12
AMB Value Trust Fund
13
AMB Dana Yakin Fund
14
AMB Dana Ikhlas
15
AMB Dana Arif
No
AmInvestment Service Berhad
16
AmGlobal Property Equities
17
AmCumulative Growth
18
AmIttikal
19
AmAsia Pacific Equity Income
20
AmTotal Return
21
AmIslamic Growth
22
AmIslamic Balanced
23
AmOasis Global Islamic Equity Fund
24
Namaa' Asia Pacific Equity Growth Fund
25
AmBalanced Fund
26
AmConservative Fund
27
AmDividend Income
28
AmBRIC Equity Fund
29
AmGlobal Agribusiness
30
AmCommodities Equity Fund
31
AmAsia Pacific Property Equities Fund
32
AmPan European Property Equities Fund
33
AmSchroder European Equity Alpha Fund
34
AmGlobal Emerging Market Opportunities Fund
35
AmASEAN Equity
36
AmAustralia
37
AmPrecious Metals
38
AmAsia Pacific REITs Fund
39
AmMalaysia Equity Fund
40
AmTactical Bond
41
AmAsia Pacific REITs Plus Fund
42
AmAsia Pacific Leisure Dividend
No
Eastspring Investments Berhad
43
Eastspring Investments Small Cap Fund
44
Eastspring Investments Dana Al-Ilham Fund
45
Eastspring Investments MY Focus Fund
46
Eastspring Investments Equity Income Fund
47
Eastspring Investments Global Emerging Markets Fund
48
Eastspring Investments Global Basics MY
49
Eastspring Investments Asia Pacific Equity MY
50
Eastspring Investments Dinasti Equity Fund
52
Eastspring Investments Asia Pacific Shariah Equity Fund
53
Eastspring Investments Enhanced Income Fund
54
Eastspring Investments Global Leaders MY Fund
55
Eastspring Investments Asia Select Income fund
56
Eastspring Investments Indonesia Equity MY Fund
57
Eastspring Investments Growth Fund
58
Eastsping Investments Balanced Fund
59
Eastspring Investments Dynamic Fund
60
Eastspring Investments Dana Dinamik
61
Eastspring Investments Bond Plus Fund
62
Eastsping Investments ASEAN al-adiil Fund
63
Eastsping Investment Asia Pacific (Ex Japan) Target Return Fund
No
Kenanga Investors Berhad
64
Kenanga Growth Fund
65
Kenanga Syariah Growth Fund
66
Kenanga Asia Pacific Total Return Fund
67
Kenanga Premier Fund
68
Kenanga Balanced Fund
69
Kenanga Islamic Fund
70
Kenanga Islamic Balanced Fund
71
Kenanga Malaysian Inc Fund
No
RHB Asset Management Sdn Bhd
72
RHB Smart Treasure Fund
73
RHB Asian Income Fund
74
RHB Equity Trust Fund
75
RHB US Focus Equity Fund
76
RHB Kidsave Fund
77
RHB Emerging Opportunity
78
RHB Dana Kidsave Fund
79
RHB-GS US Equity Fund
80
RHB Mudharabah Fund

For better clarification and details on each fund under this promotion, do check out this post:

Differentiating all 80 funds under the "0% Unit Trust Sales Charge Promotion". Fund category, fund risk profile and %YTD included!

That's all for now! Cheers and happy investing!

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